We are here to help you with all your financial needs in France
Our in house qualified financial advisor can give you a personal consultation and offer you tailored advice to suit your needs.
How We Can Help
Most people pay less income tax or “impôts sur le revenu” in France than they would in the UK with correct financial planning.
Capital Gains Tax
Capital Gains Tax on the disposal of shares, second properties and most other investments are normally taxable in France.
Inheritance tax in France covers taxation on death and much can be done to reduce this tax for the next generation.
Succession law can to some go against their personal wishes for what happens to their estate on death. There are often solutions available to help make your personal choices count.
Money kept in the bank is in general earning less than inflation so losing value over time. For many, these funds are in the wrong currency, taxable and do not help with inheritance planning. There may be better solutions.
Property Wealth Tax
‘Impôts sur la fortune immobilière’ (IFI) relates to immovable property assets held anywhere in the world as a French resident.
French Tax Rates 2020:
Simon Verity - Financial Advisor
After gaining a diploma in Business and Finance, Simon first qualified as a Financial Advisor in the UK in 1991 and has been giving cross border financial advice to British clients in France for the last 18 years. During this period he has built up considerable knowledge of tax efficient French investments and inheritance planning. Simon lived in Brittany for 12 years and is now based in the Vendée region. In 2018 Simon re qualified passing the Chartered Insurance Institute financial advisers certificate and in addition passed the CII Mortgage Advice and Equity release exams thus, currently holds the latest UK financial planning qualifications. His overwhelming attribute is his approach to financial planning, his calm and professional demeanour inspires confidence in his advice, which makes him the perfect person to consult when considering your financial future in France.
Financial Support Packages
Looking at the overall situation of a client from a financial perspective taking into account French/UK cross border taxation, cross border/French inheritance planning, tax efficient investments in France, QROPS, SIPPS, UK pension transfers, life insurance/assurance vie which can be discussed in less than two hours consultation.
This will be in the form of a detailed interview. A conclusion email will be sent. If we subsequently arrange investments as this is an appropriate solution then our charges will be offset against any future payment received from financial institutions. If this leads to needing broader advice and time then we will move to a detailed approach and charges.
Looking at the overall situation of a client from a financial perspective taking into account French/UK cross border taxation, cross border/French inheritance planning, tax efficient investments in France, QROPS, SIPPS, UK pension transfers, life insurance/assurance vie which can be discussed in a detailed consultation.
Subsequent support and research is included in the package and a report will be issued with conclusions. This package is envisaged to cover no more than four hours of work total.
If we subsequently arrange investments as this is an appropriate solution then our charges will be offset against any future payment received from financial institutions.
We will get back to you shortly with detailed costs and information
| Tel: +33 5 62 59 93 49